Client portal features
Everything you need to keep clients informed and engaged, while saving your team valuable time.
Activity Tracker
Give clients a clear view of their case progress
Show clients exactly where their case stands with an intuitive visual tracker. Reduce inquiries and build confidence by proactively sharing case milestones and what to expect next.
- Visual Progress.
- Clients can instantly see their case status with an easy-to-understand visual guide, much like tracking a delivery.
- Multimedia Updates.
- Enhance understanding with text, embedded videos, or links to detailed information for each stage of the case.
- Reduced Inquiries.
- Proactively answer common questions about case status, freeing up your team to focus on moving cases forward.
Automated Updates
Keep clients informed without lifting a finger
Let your case management system do the heavy lifting by automatically notifying clients of important case developments. Focus on your legal work while keeping clients in the loop.
- Instant Notifications.
- Automatically alert clients when key actions occur in their case, ensuring they're always up to date without manual intervention.
- Time-Saving Automation.
- Eliminate the need for manual client updates by letting your case management system handle routine communications.
- Consistent Communication.
- Ensure no client update falls through the cracks with automated notifications that trigger based on case management actions.
Secure Messaging
Communicate directly within your case management system
Exchange messages with clients without leaving your case management system. Keep all communication organized and accessible in one central location.
- Centralized Communication.
- Keep all client messages within your case management system, eliminating scattered email threads and lost communications.
- Secure Exchange.
- Keep sensitive case information protected with secure access to all client messages and files.
Client Feedback
Turn satisfied clients into your best advocates
Capture client satisfaction at key moments and seamlessly convert happy clients into positive reviews. Build your reputation while gathering valuable insights to improve your service.
- Timely Feedback.
- Collect client satisfaction ratings at strategic points throughout their case journey, helping you identify and address concerns before they escalate.
- Review Generation.
- Effortlessly convert 5-star ratings into positive reviews on Google, Facebook, and Avvo, strengthening your firm's online presence.
- Constructive Insights.
- Gather detailed feedback from clients who rate below 5 stars, helping you continuously improve your client service and case management.
Dynamic Client Pages
Share case information that matters most
Create personalized pages that combine case data with custom content, keeping clients informed and engaged throughout their journey.
- Case-Specific Content.
- Display relevant, real-time information from your case management system so clients always see the most current details
- Interactive Updates.
- Collect medical treatment info and other updates through embedded forms, then reflect those changes back to clients using custom page views.
- Integrated Experience.
- Blend dynamic updates with static instructions to create an always-available information hub tailored to each case.
Smart Client Forms
Collect client information without the back-and-forth
Transform scattered client information into structured data that flows directly into your case notes. No more deciphering handwritten forms or playing phone tag to get missing details.
- Custom Data Collection.
- Create tailored forms for medical records, accident details, and client information that match your firm’s exact needs and workflow.
- Quality Control.
- Review and validate client submissions before they enter your case management system, ensuring accuracy and completeness.
- Time-Saving Automation.
- Eliminate manual data entry and reduce follow-up calls by letting clients submit information directly through your portal.
Group Messaging
Reach multiple clients at once
Save time by sending important updates to multiple cases simultaneously. Perfect for firm-wide announcements, policy changes, or mass notifications.
- Bulk Communication.
- Send important messages to multiple clients at once, saving hours of individual outreach time.
- Smart Targeting.
- Filter and select specific client groups based on case type, status, or other criteria for precise communication.
Smart Calendar
Keep everyone on the same schedule
Share important case events with clients and collect valuable feedback after appointments. Make it easy for clients to stay organized and engaged with their case.
- Tap to Add.
- Let clients instantly add case events to their personal calendar with a tap, reducing missed appointments.
- Post-Event Feedback.
- Automatically collect client feedback after medical appointments and other important events to stay informed.
- Seamless Sync.
- Keep portal calendar events in sync with your case management system, ensuring everyone has the latest schedule updates.
File Exchange
Share documents securely and efficiently
Transfer files between your firm and clients with a familiar, user-friendly interface.
- Easy Upload.
- Clients can securely upload documents and files from any device.
- Flexible Sync.
- Uploaded files are automatically saved to your case management system when supported – or easily reviewed and downloaded by your team.
- Organized & Accessible.
- Keep case files centralized and easy to access from the portal, reducing back-and-forth and improving client collaboration.
Multilingual Support
Serve clients in their preferred language
Give your clients a seamless experience in their preferred language – starting with Spanish, and customizable for others as needed.
- Spanish Support.
- Provide a fully translated experience for Spanish-speaking clients, from interface to automated messages.
- Custom Language Options.
- Need another language? We can help implement it – your team provides the translations for any legal text to ensure compliance.
- Consistent Experience.
- From portal navigation to common notifications, we’ll make sure everything your clients see is clear, consistent, and professionally localized.
White Label Portal
Present a seamless brand experience
Customize the portal with your firm's branding, creating a professional and cohesive experience that reinforces your brand identity.
- Brand Customization.
- Match your firm's colors, logo, and visual identity throughout the portal.
- Custom Domain.
- Host the portal on your firm's domain for a seamless brand experience.
- Professional Image.
- Present a polished, branded experience that builds trust with your clients.
Text Notifications
Ensure clients never miss an update
Let clients choose how they want to receive notifications. Whether by email, text, or both, keep them informed on their preferred channel.
- SMS Alerts.
- Send important case updates directly to clients' phones for immediate attention.
- Email Updates.
- Keep clients informed with detailed email notifications about their case progress.
- Custom Preferences.
- Let clients choose their preferred notification method for different types of updates.
Mobile Optimized
Access your portal from any device
Give clients the flexibility to access their case information from any device. Whether on their phone, tablet, or computer, they'll have a seamless experience.
- Phone Friendly.
- Optimized portal experience for mobile devices, making it easy to check case updates on the go.
- Desktop Access.
- Provides a full-featured experience for clients who prefer using their computer.
Want to see these features in action?
Book a live, no-pressure demo with our team and see how everything works in real time.